Financial Institutions & Other Resources

Financial Institutions

Bank of America

BB&T

First Citizens 

Harrington Bank

RBC Centura 

State Employee's Credit Union

Suntrust

Wachovia

 Financial Investment Companies
 Regardless of your retirement plan selection, link to the UNC Optional 
 Retirement Program carriers' interactive planning tools for generic 
 information about investing, retirement planning and other related topics.

Fidelity Investments

Lincoln Life

TIAA-CREF

VALIC  

 Other Financial Resources
Publications
Other Resources
  • Certified Financial Planners (CFP) - The Institute of Certified Financial
    Planners provides information on how to choose a Certified Financial Planner, what to expect, and common terms and questions.
  • Edgar Database - Free information on all companies, foreign and domestic, 
    that are required by law to file registration statements, periodic reports   
    and other forms with the Securities Exchange Commission. 
  • Quote.com - Offers data reports from Lipper Analytical Services and 
    Morningstar to compare fund performance.
  • Red Herring - Provides in-depth analysis and reporting on the forces driving 
    the financial markets.
  • Securities & Exchange Commission (SEC) - Administrator of federal securities
    laws.